Watch and Learn: New Videos for Summer ’13


The Doc team’s video makers put out an astonishing 13 new videos for Summer ’13!  Enjoy!

Forecast Accurately with Collaborative Forecasts
Find out how to maneuver around Collaborative Forecasts so that you can reach your sales goals.

Chatter in Apex
Learn how to create a custom user interface that displays two Chatter feeds side by side in Salesforce. In this demo, you’ll use Chatter in Apex to get the news feeds of the communities that are live in a Salesforce organization. You’ll also build a Visualforce component and a Visualforce page to display the feeds. Get the source… Continue reading

New Formula Tip Sheet – Reduce Your Formula Size!


Ever created a formula you were happy with, only to have it run up against the formula size limits? Did it have too many characters, or was its compile size too big?

If you need help streamlining your formulas, we’re pleased to announce our newest tip sheet for Summer ’13:

Tips for Reducing Formula Size

Inside, you’ll find tips and tricks for slimming down your formulas, both in number of characters and compile size, as well as example code, including:

  • how to minimize the number of references to other formula fields
  • how to minimize

The Spring ’13 Preview Release Notes Are Out!

Spring is here!

The weather outside is frightful, but Spring is right around the corner. Spring ’13, that is.

Here are just a few things we’ll be delivering in this release.

User-Focused Help
We broke up the huge 4000+ page “How to be Successful with Salesforce” user guide into 14 new downloadable guides, divided by role, Salesforce product area, and experience level. Now  you can download only the guides that are relevant to you.  The new guides include “Salesforce Basics” for new users, “Set Up and Maintain Your Salesforce Organization” for administrators, “Collaborate with Everyone” for Chatter users, “Enhance Salesforce with… Continue reading

Watch and Learn: New Videos for Winter ’13

Making Your Reports Run Faster

Check out these seven new videos, created specifically for the Salesforce Winter ’13 release. Learn tips and tricks for working in Chatter, Visual Workflow, reporting, and more! Continue reading

The New Workbook: Build Websites With Ease Workbook

The Workbook shows you how to build a working sample website. As you work through the tutorials, you’ll learn some of the basic elements of the Studio design application. You’ll learn how to import assets, create templates, build pages, create forms for gathering user input, and create content blocks that link dynamically to data in your Salesforce organization. Continue reading

Winter ’13 Preview Release Notes – Winter is coming!

Winter is Coming

You’ve been waiting all summer, so patiently. And now, the wait is over.

The preview release notes are here, and they are chock full of great new features.

Here’s a small sampling:

Polls in Chatter
Starting in Winter ‘13, you can create a poll in your feed. Polls are a great way to get people’s opinions or gather data by providing a list of choices.
This enhancement is from an idea on the IdeaExchange.

Forecasting Custom Report Types
Administrators can now create forecasting custom report types for their users with Analytics for Collaborative Forecasts.


Watch and Learn: More new videos for Summer ’12!

Here’s another batch of videos to help keep your summer Salesforce work on the cool side.  If only they came with little paper umbrellas…

Learning About Sync Directions (Salesforce for Outlook)
Learn how to view sync direction settings and find out whether you have permissions to change them. This video also describes how your administrator determines what you can sync, the sync directions, and whether you can change these settings.

Tips for Scheduling Reports
Get tips on scheduling reports in Salesforce. Learn how to make your scheduled reports run with an active running user, be sent during off-peak… Continue reading

Watch and Learn: New Videos for Summer ’12

If you learn better by watching than by reading, check out some of our great new videos for Summer ’12!

Using Cross Filters in Salesforce Reports
Narrow down a report to find just the records that you need. Cross filters let you fine-tune your results by including or excluding records from related objects, without having to write formulas or code.

Using the Developer Console to Edit, Execute, and Debug Apex Classes
Learn how to use the Developer Console to build and troubleshoot on the platform. Watch as we use the Developer Console to open and navigate through… Continue reading

Watch and Learn: New Videos for Spring ’12

Sending Mass Email

If you learn better by watching than by reading, check out some of our great new videos for Spring ’12!  There are so many, we had to break them up into two posts, so stay tuned for more videos coming soon.

Sending Mass Email
This demo for end users shows you how to leverage the mass email tool in Salesforce, so you can quickly contact your customers and keep track of the emails within Salesforce.

Need Help Logging In?
Forgot your Salesforce password? You can reset it yourself! Watch this quick video to see how.

Chatter Groups… Continue reading

Spring ’12 Preview Release Notes – It may be cold and blustery outside, but Spring is coming!

Oh boy, they’re here!  The Spring ’12 Preview Release Notes!

The Documentation team has been feverishly working on these over the past several weeks, and we think you’ll be pretty excited about the features coming up.  We certainly are!

One of the first things you may notice when you open the Spring ’12 Preview Release Notes is the new Release Notes Change Log. We heard your frustration in Winter ’12 about not knowing what had changed from one version of the release notes to the next. Now, right up front after the “About the Release Notes” section… Continue reading